GAMMA Investing’s Community Bank CBU Stock Holding History

GAMMA Investing’s Portfolio CBU Stock Details CBU Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q2	$36.3K	Buy	541 +150	+38%	+$9.49K	﹤0.01%	2516
2026 Q1	$22.9K	Buy	391 +40	+11%	+$2.45K	﹤0.01%	2651
2025 Q4	$20.2K	Sell	351 -11	-3%	-$633	﹤0.01%	2614
2025 Q3	$21.2K	Buy	362 +50	+16%	+$2.9K	﹤0.01%	2483
2025 Q2	$17.7K	Sell	312 -2	-0.6%	-$111	﹤0.01%	2519
2025 Q1	$17.9K	Buy	314 +193	+160%	+$12K	﹤0.01%	2451
2024 Q4	$7.46K	Buy	121 +101	+505%	+$6.47K	﹤0.01%	2745
2024 Q3	$1.16K	Buy	+20	New	+$1.15K	﹤0.01%	3218
2024 Q2	–	Sell	-43	Closed	-$2.06K	–	3461
2024 Q1	$2.06K	Buy	+43	New	+$2.01K	﹤0.01%	2737

Other funds holding CBU

Wealth Enhancement Advisory Services

Wealth Enhancement Advisory Services Plymouth, Minnesota $59.6B AUM 29.42% 1-Year Est. Return

Ausbil Investment Management Sydney, Australia $221M AUM 35.27% 1-Year Est. Return

Canandaigua National Bank & Trust Canandaigua, New York $1.19B AUM

Moody National Bank Trust Division Galveston, Texas $1.21B AUM 38.93% 1-Year Est. Return

Alliance Wealth Advisors (Pennsylvania) Scranton, Pennsylvania $250M AUM 27.24% 1-Year Est. Return

Handelsbanken Fonder

Handelsbanken Fonder Stockholm, Sweden $35.1B AUM 47.76% 1-Year Est. Return

Fulton Bank Lancaster, Pennsylvania $3.27B AUM 17.38% 1-Year Est. Return

QRG Capital Management Chicago, Illinois $12.1B AUM 44.98% 1-Year Est. Return

Cornell Pochily Investment Advisors Ithaca, New York $372M AUM 29.32% 1-Year Est. Return

Lawood & Co Williamsport, Pennsylvania $148M AUM